Goldman Sachs: We can explain almost the entire US inflation overshoot by tariffs and the war in Iran

What we know so far

investingLive (Nov 13, 20:52): Goldman Sachs is out with a chart that says the US inflation problem is almost entirely two things: tariffs and the Iran energy shock. Take those out and inflation is basically at target.The latest hard data is ugly. September PCE was 3.6% y/y on headline and 3.1% on core, with gasoline and other energy goods up 9.2% in the month…